Sesión "Ask me anything" Zoho en Español - 26 de junio de 2025, de 14:00 a 17:00 (en español)

• Topic Participants

• Lorenza Pasca

  

• UDIT - CRM

• Sergio Castanares

• Recent Topics

• Transfer image url from Zoho Forms to Zoho Analytics

  I am storing an image in a zoho form. When I pull the data from the form into zoho analytics the image field does not import. How do I pull in the image url location or the image into Zoho Analytics.

• Modules are continuously loading

  Hi! We are not able to open the task modules, it keeps continuously loading

• Create multiple leads from a zoho form subform to populate inside zoho crm lead module

  I have corporate clients with numerous employees. When these clients complete our Zoho Form, they can nominate individual employees—providing details like first name, last name, email, mobile number, etc.—using a subform inside the zoho form. Is it possible

• Unable to Retrieve refresh_token from Zoho Self-Client OAuth Flow

  Hello Zoho Support Team, I am currently integrating Zoho CRM with a custom Node.js backend using the Zoho OAuth 2.0 authorization process. I created a Self-Client from the Zoho API Console and generated an authorization code successfully. However, when

• Tip: when "\r\n" not working for new-lines when building a file using the .toFile() function

  As above, ran into an issue - "\n" was working for newlines, but "\r\n" was not working for newlines and carriage returns. Took me a bit but using hexToText("0D0A") in place of "\r\n" resolved this. Including in the forums to save others any drama.

• Call transcrition working for ringcentral?

  I don't see anything about what telephony providers can be used. The Zoho support person A said that RingCentral isn't supported. Zoho support person B said that it works, just make sure the call recording link works. Excellent instructions here: Call

• Multiple Pipelines

  Is it possible to create multiple candidate pipelines?

• Showing meeting acceptances in CRM that originated from Outlook

  Hello Zoho Team, We send meeting invitations from Zoho CRM. Many of our recipients use Outlook and therefore use the RSVP buttons from Outlook to respond. They rarely, if ever, use the RSVP buttons from the Zoho invitation. Unfortunately, the meeting

• Weekly Tips: Folder Sharing Simplified with Zoho Mail

  Let's say your team is working on a project that requires gathering numerous inputs via email. Your team lead, who manages the project, receives a flood of emails containing critical information. Instead of forwarding each email individually—which can

• How to add a customized/dynamic Zoho Booking link in email footer?

  We just installed the latest version of the Zoho Desk <=> Zoho Booking extension from the marketplace and are quite happy to see the feature where a ticket-specific appointment booking link can be inserted in a reply. Is there any way to configure this

• Power of Automation :: Design your Ideal Task form with Task Layout Rules.

  Hello Everyone, Use case:- One of our customers, who is managing their entire workflow in Zoho Projects wanted to dynamically display task fields based on the type of task being created. For instance, if a task falls under the "Shipment" category, only

• Updating Zoho Multi-Select Lookup via Deluge Script

  I need to copy the ID of a lookup field (Match_with_IP) in the to the ID of a multi-select lookup field in the contact (Match_with_IP). I have the following script: record = zoho.crm.getRecordById("Contacts",ID); M_record = zoho.crm.searchRecords("Deals","(Matched_with_GC:equals:"

• Now filter your records by multi-select pick list values from a dropdown with additional operators

  Hi everyone, Here's an update to help you elevate your filtering experience. You can now say goodbye to the cumbersome string values in filtering places for your multi-select picklist fields and say hello to a dropdown interface. It is now possible for

• Log for Scheduled Reports

  Hello, Is there somewhere to view a log of the successful and/or failed delivery of Scheduled Reports? We have users who only receive them sporadically instead of at the scheduled intervals and I'd like to understand what causes the problem when it occurs.

• 【Zoho CRM】BCCメール取り込みのアップデート

  ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中から BCCメール取り込み用メールアドレスの認証についてご紹介します。 ・既存のBCCメール取り込み用のメールアドレスは、2025年5月15日までに認証する必要がございます。 BCCメール取り込みは、さまざまなメールアドレスから送信されたメールをZoho CRMのレコードと同期させる機能です。 BCCメール取り込み用のメールアドレスをBCCに追加するだけで、該当のメールがレコードと関連付けされます。

• Expense Entry Error When Trying To Save (Related To Taxes)

  Hey folks, I've been trying to enter my first few expense entries in Zoho Books and I'm faced with the following error. "You cannot perform tax related operations when you are not registered for tax." But I have my HST/GST enabled and the tax rates are

• Flexible plans

  Hi, I have a Workplace Standard subscription. On Zoho's website, it mentions that with the annual plan it's possible to have multiple plans under the same organization—for example, Workplace Standard and Mail Lite. However, I can’t find a way to do this

• Add timestamp when checkbox is checked in ZohoCRM

  I have two fields. One is a checkbox field called "Check", one is a formula field called "Date" in my ZohoCRM Leads Module. I want the formula field to AUTOMATICALLY populate with the date when I check the box next to it. Can this be done? 

• Email Templates - Is There a Ticket Placeholder for Billing Entity ID

  Was looking to add Billing Entity ID as a placeholder in a ZoHo email template. https://help.zoho.com/portal/en/kb/desk/customization/templates/articles/creating-and-managing-email-templates#Guide_to_Placeholders e.g. the placeholder for Account would

• Integration with Woocommerce

  Hi, Do you have plan to make integration with other e-commerce platforms, for example Woocommerce / Shopify / Magento ?  Thanks. 

• Se puede mover un Cliente de un modulo a otro personalizado

  Hola, tengo una duda que me gustaría resolver: Actualmente trabajo con dos módulos: Seguimiento de Venta y Cierre de Ventas . Mi objetivo es que, cuando desde el módulo de Seguimiento se marca una venta como "Venta Efectiva" , el cliente sea movido al

• Export Data & Attachments

  Hi, I am wondering whether it is possible to create an export of all data in creator, including attachments, for either backup purposes, or migration purposes. Thanks.

• Zoho Desk: Q1 2025 | What's New

  Hello everyone, Our first release for the year 2025 is here! Check out the Release Notes for more details The diverse capability of AI and its avatars has been the center of attention lately, and we've made some significant strides in this area. We now

• Feature Request Improve parent-child relationship visibility

  Hi team, The Parent-Child ticket feature is great, but I've struggled to see the relationship between tickets when using ticket list views. It would be a great quality of life enhancement for users if child tickets were nested under parent tickets in

• need a third party to fix email authentication dns records

  at my wit's end - zoho began giving me spf, dmarc, dkim errors two weeks ago fussed with it since and now it seems dkim is the only problem and when i added the dkim record with the key from zoho mail it still wont work tired of this, need someone who

• Add Button on Tickets

  is there a way I could add another button on the ticket aside of "closed ticket" only. Like I want to add another button "Send & Pending", "Pending for Response" like that.

• Include Secondary Contacts (CCs) on Workflow Alerts

  Hi There, We use the Supervise Rules and Workflow Alerts to send automated messages to contacts in Zoho Desk. Most often, we are sending the ticket contact (our client) a reminder that we are waiting on their reply to our most recent message. The problem

• Adding a lead by sending email message

  Hello, Our Zoho Mail is integrated with Zoho CRM (we have Enterprise) and we can add new leads to CRM right from the web interface/panel of Zoho Mail using buttons at the bottom right corner of the screen. This is very handy. We add leads on a regular

• No Sales Returns on SO's with Dropped Shipped items + Inventory Items

  We have encountered an issue in Zoho related to sales orders that include both dropshipped items and inventory items. Specifically, it is currently not possible to create sales returns for the company’s own inventory items from these sales orders. This

• ZMA v2 : Unable to delete a trigger from existing journey with several triggers

  I have multiple triggers on a single journey and need to delete one. However there isn't the function to do so, no delete icon or settings bar, no right click options of any kind. Every change I make affects all triggers ... How can I remove one of these

• How to track the source of form submissions using referrer names in Zoho Forms?

  Ever wondered where your users are accessing your form links from? By tracking the origin of your form entries—whether it's from social media, email campaigns, direct links, or embedded on your website—you can identify which channels are driving the most

• Snapchat

  Are there any plans to add Snapchat to Zoho Social or is there any API that we can use to integrate into Zoho.

• Widget JS SDK to Upload a photo to a record in a Module

  Good day,  I would really appreciate it if someone can assist me. I have written a widget, to be used in a Custom Module in CRM.  My goal: I want to upload a photo from my computer and display it in die "upload image" field. I am using the JS SDK: https://help.zwidgets.com/help/v1.1/index.html

• Zoho Creator Deluge - dynamically change fields depending on user input of field1 or field2

  Hi everyone and happy holidays! Hope that someone will help me figure out a solution to my problem… In my form there are currency, formulas and lookup fields. I’m well aware, that formulas fields if marked visible on form, cannot be hidden anywhere (like

• Interbank transfers appear in Dashboard

  Hello. I notice that interbank transfers appear in both the incoming and outgoing part in the dashboard in ZohoBooks. This is not correct as it inflates both the incoming and outgoing, though the net effect offsets. Is there a way to avoid this?

• Why Remove from Workflow is button is not working?

  Hey, I’ve got this contact that’s currently in an active workflow, but I’m having trouble removing it. When I check the workflow, click on that specific contact, and hit the "Remove from Workflow" button, nothing happens. Do you have any idea what might

• Fixed Asset Manager items not on Balance Sheet report?

  Does the items added to the Fixed Asset Manager not pull in to report in the appropriate fixed asset categories on the Balance Sheet report? It seems only accumulated depreciation does (when run as accrual) but not fixed asset values.

• Auto Charge Recurring Invoices on their due date vs issue date

  Requesting to auto charge recurring invoices on their due date. We are B2B and a lot of customers want terms net 30, 60 or 90 but want the convenience of auto pay and it's in our benefit as well. Is this something that could be implemented fairly quickly?

• Commerce service

  If I am selling a service in Commerce, how do I turn off shipping?

• Mobile App Location Features (Check-in, Maps) Not Working for Tasks Related to Deals (Address Data Copied via Function)

  Hello Zoho Community, I'm facing an issue with the Zoho CRM mobile app's location-based features (like check-in suggestions or map pins) specifically for Tasks related to Deals. Goal: I want the mobile app's location features to work for Tasks related

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